A Strong Play on a Weak Yen

This beaten down tech stock is worthy of a small position...

The biggest trend in markets right now is the strengthening US dollar.

As I detailed in Sunday's "Let's Analyze" newsletter, the Japanese yen is trading at its lowest level relative to the US dollar since 1990.

While that is a headwind for Japanese companies dependent on importing US-dollar denominated commodities like steel, iron, and copper, there are a handful of companies who benefit from this trend...

…and there's one in particular I think is a buy.

A Buy Right in Plain Sight

First, I want to thank the Nasdaq for inviting me to their headquarters in New York to speak about how communities like The Patreon Portfolio are closing the "information gap" between institutional and individual investors:

That said, this alert will be a little shorter this week as I spent yesterday at the Nasdaq facility (and even got to attend the opening bell ringing ceremony):

So without further ado, let's get into it.

I sent a research note out on Sunday detailing how the Japanese yen is strengthening relative to the US dollar. This is due to the widening "interest rate differential" between US and Japanese government bonds.